The Big Picture: Francesco Filia: Japan is a catalyst for other economies... [more]An Opalesque column for global macro investors.
Benedicte Gravrand, Opalesque Geneva:
According to Fasanara Capital’s investment outlook, published on 31st May, there is more high volatility ahead. The fund’s Val
Third Eye Capital launches alternative credit trust fund... [more]From Precy Dumlao, Opalesque Asia – Ontario, Canada-based Third Eye Capital Management Inc.., has announced the launch of its credit trust fund, Third Eye Capital Alternative Credit Trust, an open-ended unincorporated investment trust.
Th
Mutual funds to see greater support from Asian regulators... [more]Bailey McCann, Opalesque New York: In January, Hong Kong securities regulator, the Hong Kong Securities and Futures Commission announced along with the China Security Regulatory Commission (CSRC) that it would consider allowing a mutual fund scheme. Since then, there has been no additional guidance,
Institutions – RPMI signals new line for hedge fund strategy... [more]From eFinancialnews.com: The manager of the £19bn Railways Pension Scheme has terminated two of its three funds of hedge funds managers as its in-house team takes more control over the way assets are allocated.
RPMI is shifting half its £2bn hedge fund portfolio away from using funds of hedge
Investors rapidly allocating greater weightings to alternative investments... [more]From Invezz.com: Morningstar says 78% of investment advisors allocate 25% or more of their managed portfolios into alternative investments. In 2010 only a third of investment advisors positioned client portfolios this way. Interest rates at all-time lows have forced investors and those planning for
Comment – Warren Buffett's mentor was a crappy hedge fund manager... [more]From SFGate.com: Jack Bogle, the outspoken godfather of index funds and passive investing strategies, didn't approve of a recent Wall Street Journal article defending hedge funds. In particular, he took issue with the author's reference to Benjamin Graham, the legendary Columbia finance professor wh
Commodities – Hedge funds cut gold bets as Paulson’s loss widens... [more]From Businessweek.com: Hedge funds cut wagers on a gold rally for the first time in three weeks on mounting speculation central banks will curb record stimulus and as this year’s slump in bullion spurred losses for billionaire John Paulson.
The funds and other large speculators lowered their n
Niche Investing – Now’s best time to buy art, hedge fund founder Howard Rachofsky says... [more]From Businessweek.com: Now is a good time to buy contemporary art, even though prices have never been higher, the Dallas-based collector Howard Rachofsky says as he digests his bratwurst. The former hedge fund manager and his wife Cindy are grabbing lunch at Art Basel, the world’s biggest fair devot
People – Finra regulator resigns after 1993 bingo fraud is leaked... [more]From Bloomberg.com: A top official for the Financial Industry Regulatory Authority resigned after the agency was informed he was indicted for felony theft and charitable bingo fraud in 1993, the year he joined the agency.
Mitchell C. Atkins, a senior vice president who managed Finra’s work in
Activist News – Activist hedge fund Starboard Value pressures Office Depot on annual meeting... [more]From WSJ.com: Activist hedge fund Starboard Value LP said in a federal filing that on Wednesday it filed a complaint in Delaware Court of Chancery that seeks to force Office Depot Inc. to hold an annual meeting, at which it hopes to replace some of the Office Depot board of directors with its own ca
Events – Delivering Alpha’s keynote speaker to be US secretary of the Treasury, Jack Lew... [more]The opening key note speaker for CNBC and Institutional Investor’s latest Delivering Alpha will be the 76th sitting US Secretary of the Treasury, Jack Lew.
CNBC and Institutional Investor are to host their unique, one-day meeting with a gathering composed entirely of the best-known hedge fund
…And Finally – Flatulent cop helps bust cannabis farm... [more]From Orange.co.uk: Police officers in Leicester sniffed out a cannabis farm - after opening their patrol car windows because one officer kept breaking wind.
The team noticed a strong smell of cannabis as they sucked in the welcome fresh air, and tracked it to a nearby house, reports the Police
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An Opalesque column for global macro investors.
Benedicte Gravrand, Opalesque Geneva:
According to Fasanara Capital’s investment outlook, published on 31st May, there is more high volatility ahead. The fund’s Value book remains flat as markets are toppy (i.e. markets are reaching highs that are ..
John Brickwood
